2023 Form 5500 filing — Sunshine Speech Language Thera 401(K) Profit Sharing Plan & Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240424114715NAL0009162931001) for Sunshine Speech Language Thera 401(K) Profit Sharing Plan & Trust, reported by Sunshine Speech Language Thera under EIN 46-0476979 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$517.1KReported net assets$517,117
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240424114715NAL0009162931001
Plan sponsor
Sunshine Speech Language Thera
EIN
46-0476979
Plan number
001
Location
Scottsdale, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$517.1K total assets
Net assets$517.1KLiabilities$0
Money in vs. money out
Total income / additions$184.7K
Total expenses$112.1K
Benefits paid / distributions$104.2K
Contributions
Employer$15.2K
Participant$54.6K
Full reported line items
Total assets (EOY)
$517,117
Total liabilities (EOY)
$0
Net assets (EOY)
$517,117
Employer contributions
$15,157
Participant contributions
$54,606
Total income / additions
$184,657
Benefits paid
$104,189
Administrative expenses
$7,915
Total expenses
$112,104
Net increase / (decrease)
$72,553

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240424114715NAL0009162931001 cover?
It is the 2023 Form 5500 filing for Sunshine Speech Language Thera 401(K) Profit Sharing Plan & Trust, reported by Sunshine Speech Language Thera (EIN 46-0476979).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages